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8.9 KiB
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235 lines
8.9 KiB
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:banner: banners/db_online.jpg
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.. _db_online:
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==========================
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Online Database management
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==========================
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To manage your databases, access the `database management page
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<https://www.odoo.com/my/databases>`__ (you will have to sign in). Then click
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on the `Manage Your Databases <https://www.odoo.com/my/databases/manage>`__
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button.
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.. image:: media/databases.png
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:align: center
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Make sure you are connected as the administrator of the database you
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want to manage - many operations depends on indentifying you remotely to that
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database.
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Several actions are available:
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.. image:: media/db_buttons.png
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:align: center
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* :ref:`Upgrade <upgrade_button>`
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Upgrade your database to the latest Odoo version to enjoy cutting-edge
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features
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* :ref:`Duplicate <duplicate_online>`
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Make an exact copy of your database, if you want
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to try out new apps or new flows without compromising
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your daily operations
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* :ref:`Rename <rename_online_database>`
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Rename your database (and its URL)
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* **Backup**
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Download an instant backup of your database; note that we
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back up databases daily according to our Odoo Cloud SLA
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* :ref:`Domains <custom_domain>`
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Configure custom domains to access your
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database via another URL
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* :ref:`Delete <delete_online_database>`
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Delete a database instantly
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* Contact Support
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Access our `support page <https://www.odoo.com/help>`__
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with the correct database already selected
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.. _upgrade_button:
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Upgrade
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=======
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.. warning:: Upgrading your database to a newer version of Odoo is a complex operation
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that require time and caution. It is extremely important that you
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fully test the process before upgrading your production database.
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Odoo releases new versions regularly (at least once a year), and upgrading your
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database to enjoy new Odoo features is part of the Odoo Online experience.
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The upgrade process can take some time, especially if you use multiple apps or
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apps that manage sensitive data (e.g. Accounting, Inventory, etc.). In general,
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the 'smaller' the database, the quickest the upgrade. A single-user
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database that uses only CRM will be processed faster than a multi-company,
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multi-user database that uses Accounting, Sales, Purchase and Manufacturing.
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Unfortunately, it is impossible to give time estimates for every upgrade request,
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since Odoo.com will test manually every database upgrade at least once and will
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need to correct/adapt changes made to the standard Odoo Apps (e.g. through Studio
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or through a Success Pack) on a case-by-case basis. This can make the process
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slower, since requests are treated in the order they arrive. This is especially
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true in the months following the release of a new major version, which can lengthen
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the upgrade delay significantly.
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The upgrade process is quite simple from your point of view:
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1. You request a test upgrade
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2. Once all tests have been validated **by you**, you upgrade your actual database
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The process to request a test or a production (*actual*) upgrade is the same.
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First, make sure to be connected to the database you want to upgrade and access the
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`database management page <https://www.odoo.com/my/databases>`__.
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.. note:: You have to have an active session with access to the Settings app
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in the database you want to upgrade for the button to be visible.
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On the line of the database you want to upgrade, click
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on the "Cog" menu. If an newer version of Odoo is available, you will see an 'Upgrade'
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button.
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.. image:: media/upgrade1.png
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:align: center
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You have the possibility to choose the target version of the upgrade. By default,
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we select the highest available version available for your database; if you were
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already in the process of testing an upgrade, we will automatically select the
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version you were already testing (even if we released a more recent version during
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your tests).
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.. image:: media/upgrade_test.png
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:align: center
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By clicking on the "Test upgrade" button, an upgrade request will be generated.
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Only one request can be made at time for each database; if a request has already
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been made, you will see an 'Upgrade Queued' note instead and asking another
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request will not be possible.
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A test upgrade will create a copy of your database, upgrade it and make it
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available to you automatically once successful. If this is the first test you
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request for this particular database, a manual testing phase will be done by
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Odoo.com - this could take time (up to several weeks). Subsequent requests
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will not go through that manual testing step and will usually be made
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available in a few hours. Once the test database is available, you should
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receive an e-mail with the URL of the test database.
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**Testing your database is the most important step of the upgrade process!**
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Even though we test all upgrades manually, we do not know your work processes.
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A change in standard worfklows of Odoo in new versions might require you to
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change internal processes, or some of the customizations you made through Odoo
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Studio might now work properly. *It is up to you to make sure that everything
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works as it should!* You can report issues with your test database through our
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`Support page <https://www.odoo.com/help>`__.
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Make sure to do one last test of your upgrade right before the final upgrade
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(e.g. the day before) to ensure everything will run smoothly. Downgrading is
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not possible and post-poning an upgrade is always easier than being prevented
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to work by an upgrade issue after the fact!
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Once you are ready and you have validated all your tests, you can click
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again on the Upgrade button and confirm by clicking on Upgrade (the button
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with the little rocket!) to switch your production database to the new version.
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Your database will then be taken offline within the next 10 minutes and will be
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upgraded automatically; you receive a confirmation
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e-mail once the process is completed.
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.. image:: media/upgrade_prod.png
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:align: center
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.. warning :: Your database will be taken offline during the upgrade
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(usually between 30min up to several hours for big databases),
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so make sure to plan your migration during non-business hours.
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.. _duplicate_online:
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Duplicating a database
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======================
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.. note:: Database duplication, renaming, custom DNS, etc. is not available
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for trial databases on our Online platform. Paid Databases and "One App
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Free" database can duplicate without problem.
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In the line of the database you want to duplicate, you will have a few
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buttons. To duplicate your database, just click **Duplicate**. You will
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have to give a name to your duplicate, then click **Duplicate Database**.
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.. image:: media/db_duplicate.png
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:align: center
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.. danger:: If you do not check the "For testing purposes" checkbox when
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duplicating a database, all external communication will remain active:
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* Emails are sent
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* Payments are processed (in the e-commerce or Subscriptions apps, for
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example)
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* Delivery orders (shipping providers) are sent
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* Etc.
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Make sure to check the checkbox "For testing purposes" if you want these
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behaviours to be disabled.
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After a few seconds, you will be logged in your duplicated database.
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Notice that the url uses the name you chose for your duplicated
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database.
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.. note :: Duplicate databases expire automatically after 15 days.
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.. image:: media/dup_expires.png
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:align: center
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.. _rename_online_database:
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Rename a Database
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===================
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To rename your database, make sure you are connected to the database you want
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to rename, access the `database management page <https://www.odoo.com/my/databases>`__
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and click **Rename**. You will have to give a new name to your database,
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then click **Rename Database**.
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.. image:: media/rename.png
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:align: center
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.. _delete_online_database:
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Deleting a Database
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===================
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You can only delete databases of which you are the administrator.
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.. danger:: When you delete your database all the data will be permanently lost.
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The deletion is instant and for all the Users. We advise you to do an
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instant backup of your database before deleting it, since the last automated
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daily backup may be several hours old at that point.
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From the `database management page <https://www.odoo.com/my/databases>`__,
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on the line of the database you want to delete, click on the "Delete" button.
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.. image:: media/delete_button.png
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:align: center
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Read carefully the warning message that will appear and proceed only if you
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fully understand the implications of deleting a database:
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.. image:: media/delete_warning.png
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:align: center
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After a few seconds, the database will be deleted and the page will
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reload automatically.
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.. note::
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* If you need to re-use this database name, it will be immediately available.
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* It is not possible to delete a database if it is expired or linked
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to a Subscription. In these cases contact
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`Odoo Support <https://www.odoo.com/help>`__
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* If you want to delete your Account, please contact
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`Odoo Support <https://www.odoo.com/help>`__
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